1. Working with Financial Consolidation and Close
  2. Working with Enterprise Journals
  3. Working with Journals
  4. Working with Journals in Smart View
  5. Understanding Smart View Best Practices

Understanding Smart View Best Practices

The following best practices are recommended while working with Enterprise Journals/Ad-Hoc Journals from Smart View:

  • You must upgrade or re-install Extensions for monthly updates - See "Uninstalling an Extension" and "Updating and Reinstalling an Extension" in Working With Enterprise Journals from Smart View.
  • Don't enter any data outside the highlighted grid for data collection. It may lead to invalid errors while saving the journal.
  • Users can use other sheets to copy data to their Enterprise Journals sheet. All the other sheets will remain as is while refreshing the grid.
  • After a sheet refresh/reload on the Enterprise Journals sheet, reference calculations to local sheets will be cleared, but the data will remain.
  • If you need to save an Enterprise Journals sheet for the future, it's better to copy the sheet rather than renaming it.
  • Don't insert columns or rows using the native Excel functionality.
  • It is advisable to use CSV import when volume journals have more than 2000 lines.
  • Language option in Smart View should match the Operating System, Microsoft Excel, and web user preferences.
  • For non-English locales, the default language option isn't supported in Smart View extension for Enterprise Journals.
  • For any change of connections, first disconnect the current connection and then connect to the new connection or use Disconnect All (Private Connections → Home → Disconnect All) and you'll be asked for the password on the next login.

    Change of Connections

  • When you save the sheet:
    • Valid key values entered manually for dimension reference members will auto populate the remaining non-key dimension reference members.
    • Invalid values that are manually entered for non key dimension reference members will be replaced and validated with the correct members.

  • Add in works best with certain emulation mode. To check the browser emulation mode, go to Smart View → Help → Health Check.

    Here's the image that shows the current supported version as 11001.

    Browser Emulation Settings

  • In some cases Excel can crash. To fix this issue, reinstall Excel.
  • To make sure the extensions work properly, disable the extensions that aren't required. To do this, go to File → Options → Add-ins and do the following:
    • Disable all com add-ins except Oracle Smart View for Office.
    • Disable all Excel add-ins except Hstbar.